Castleview Partners’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Castleview Partners’s Portfolio DJAN Stock Details DJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387K	Sell	8,506 -1	-0%	-$45	0.17%	136
2026 Q1	$362K	Buy	8,507 +3,091	+57%	+$134K	0.19%	123
2025 Q4	$235K	Hold	5,416	–	–	0.12%	171
2025 Q3	$228K	Hold	5,416	–	–	0.12%	160
2025 Q2	$218K	Hold	5,416	–	–	0.14%	161
2025 Q1	$206K	Buy	+5,416	New	+$211K	0.14%	166

Other funds holding DJAN

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Castleview Partners's DJAN Position: Q2 2026 in Review

Castleview Partners reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.01% in Q2 2026, selling an estimated $45 and leaving 8,506 shares worth $387K. The position accounts for 0.17% of the portfolio, ranked #136.

Castleview Partners first reported a position in DJAN in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Castleview Partners held 8,506 shares of FT Vest US Equity Deep Buffer ETF January worth $387K as of Q2 2026.
Castleview Partners sold 1 FT Vest US Equity Deep Buffer ETF January share in Q2 2026, an estimated $45.
FT Vest US Equity Deep Buffer ETF January made up 0.17% of Castleview Partners's portfolio in Q2 2026, its #136 holding.
Castleview Partners first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.